Retirement Planning in Garfield County, CO

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List of Firms

Top Retirement Planners in Garfield County, CO

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Edward Jones - Financial Advisor: Jay McGlade, AAMS®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2700 Gilstrap Ct Ste 170, Glenwood Springs, CO 81601, USA
Phone (970) 928-7145
Language https://www.edwardjones.com/us-en/financial-advisor/jay-mcglade
Directions
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Retirement Outfitters LLC
5 out of 5
Location 744 Horizon Ct #350, Grand Junction, CO 81506, USA
Phone (970) 256-1748
Language http://www.gjretire.com/
Directions
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Delphi Wealth Partners- Aaron Tice - CFP®
Location 546 Main St # 401, Grand Junction, CO 81501, USA
Phone (970) 639-1142
Language http://www.delphiwealthpartners.com/
Directions
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Garfield County Community Development
Location 108 8th St #401, Glenwood Springs, CO 81601, USA
Phone (970) 945-8212
Language https://www.garfield-county.com/community-development
Directions
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Center For Financial Planning
SEC File# 801-65076
CRD# 109599
Location Grand Junction, CO 81504, USA
Phone (970) 434-4425
Directions
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Stifel
SEC File# 801-10746
CRD# 793
3 out of 5
Location 2520 S Grand Ave #210, Glenwood Springs, CO 81601, USA
Phone (970) 945-5275
Language https://www.stifel.com/branch/co/glenwood-springs
Directions
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Investment Planning Solutions
5 out of 5
Location 2135 N 7th St, Grand Junction, CO 81501, USA
Phone (970) 260-2705
Language http://www.investmentplanningsolutions.com/
Directions
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Garfield County Finance
5 out of 5
Location 108 8th St Suite 201, Glenwood Springs, CO 81601, USA
Phone (970) 945-7284
Language https://garfield-county.com/finance
Directions
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Northwestern Mutual
SEC File# 801-8095
CRD# 2881
Location 105 Edwards Village Blvd D207, Edwards, CO 81632, USA
Phone (970) 926-6650
Language https://www.northwesternmutual.com/financial-professional-locator?address=105%20Edwards%20Village%20Blvd,81632?utm_source=google&utm_medium=mybusiness&utm_campaign=lo3
Directions
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Thrivent Financial for Lutherans
SEC File# 801-60701
CRD# 115785
Location 112 W 3rd St, Palisade, CO 81526, USA
Phone (970) 821-8015
Language https://www.thrivent.com/
Directions
Retirement Planning in Garfield County, CO

About Garfield County, CO for Those Planning to Retire

Garfield County, located in the western part of Colorado, is a diverse and vibrant area with numerous landmarks and top employers. The county is home to the stunning Glenwood Canyon, a natural wonder that attracts visitors from all over the world. Other notable landmarks include the Colorado River, Roaring Fork River, and Rifle Falls State Park. In terms of employment, Garfield County is home to a variety of top employers, including the Garfield County School District, the Valley View Hospital, and the city of Rifle. These employers offer a range of job opportunities to the county's residents, from healthcare and education to government and hospitality. When it comes to transportation, Garfield County is well-connected to the surrounding areas via major highways and streets. The county is bisected by Interstate 70, which provides easy access to Denver and other major cities in Colorado. Other major highways include US Route 6 and State Route 82, which connect the county to neighboring towns and cities.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Garfield County, CO can benefit from the services offered by a bank in a multitude of ways. One of the most common ways a bank can help the residents of Garfield County is by providing them with access to financial resources that they may not have otherwise. Given that the county is home to a number of small businesses and agricultural operations, a bank can offer loans and lines of credit to help these entities grow and thrive. Additionally, the county's large immigrant population may benefit from access to affordable banking services, which can help them establish credit and build financial stability. Furthermore, with Garfield County's diverse geography, including the Roaring Fork Valley and the Colorado River, a bank can provide specialized services such as wealth management and investment advice to help residents navigate the unique financial challenges associated with living in such a dynamic area.

Insurance Broker

Residents of Garfield County, CO could benefit greatly from the expertise of an insurance broker. With the county's rapidly growing population and diverse economy, navigating the insurance market can be a daunting task for many individuals and businesses. An insurance broker can help residents of Garfield County, CO find the right coverage for their unique needs, whether it be health insurance, auto insurance, or business insurance. Additionally, with the county's high risk for wildfires and natural disasters, an insurance broker can help residents understand their options for protecting their property and assets. The complexity of insurance policies and regulations can be overwhelming, but an experienced broker can provide clarity and guidance to ensure that residents of Garfield County, CO are adequately protected.

Wealth Management

Residents of Garfield County, CO could benefit from the services of a wealth manager in a multitude of ways. One specific example is the management of their oil and gas royalties. Garfield County is home to a significant amount of natural gas reserves, and many residents receive royalties from the extraction of these resources. A wealth manager could assist in managing these funds, ensuring that they are invested wisely and providing a steady stream of income for the residents. Additionally, a wealth manager could provide guidance on estate planning and tax strategies, helping residents to protect and grow their wealth for future generations. With the complex financial landscape of Garfield County, a skilled wealth manager could provide invaluable guidance and support to residents looking to secure their financial futures.

Financial Advisor

Residents of Garfield County, CO could benefit from the expertise of a financial advisor in various ways. One of the most common ways is through retirement planning, as the county has a higher-than-average population of older adults. Many residents may not have saved enough for retirement, or may not know the best way to invest their savings to ensure a comfortable retirement. Additionally, with the county's economy heavily reliant on the oil and gas industry, residents may need guidance on how to navigate the volatility of the industry and make smart investment decisions. A financial advisor can also help residents with estate planning, especially if they own property or have significant assets. With the complexity of tax laws and regulations, a financial advisor can provide valuable insight and strategies to minimize tax liabilities. Overall, a financial advisor can provide critical guidance and support to residents of Garfield County, CO, helping them achieve their financial goals and secure a stable financial future.

Mortgage Loan Officer

Residents of Garfield County, CO can benefit from the services of a mortgage loan officer in a multitude of ways. For instance, a loan officer can help residents navigate the complex and ever-changing mortgage market, enabling them to secure the best possible loan terms and interest rates. Given the unique economic and demographic characteristics of Garfield County, CO, which is home to a mix of urban and rural communities, a loan officer can also provide customized solutions that take into account the specific needs and preferences of local residents. Additionally, a loan officer can help residents access various government-backed loan programs that are designed to support low-income and first-time homebuyers in the area. Whether it's providing guidance on the homebuying process, helping residents secure pre-approval for a mortgage, or assisting with refinancing, a mortgage loan officer can be a valuable resource for anyone looking to buy or own a home in Garfield County, CO.

Tax Services

Residents of Garfield County, CO could benefit from the expertise of a tax advisor in a multitude of ways. With the county's economy heavily reliant on the energy industry, many residents may have complex tax situations related to oil and gas royalties, mineral rights, and lease payments. A tax advisor could help navigate the intricacies of these unique tax situations and ensure that residents are maximizing their deductions and minimizing their tax liabilities. Additionally, with the county's population growth in recent years, many residents may have questions about how to properly report income from short-term rentals or how to navigate the tax implications of owning a second home. A tax advisor could provide guidance on these matters and help residents understand their tax obligations. Finally, with the ongoing changes to federal and state tax laws, a tax advisor could help residents stay up-to-date on the latest tax regulations and make informed decisions about their financial future.

Estate Planning Lawyer

Residents of Garfield County, CO can greatly benefit from the services of an estate planning lawyer. With a population of over 60,000, Garfield County is home to a diverse group of individuals with varying financial and familial backgrounds. An estate planning lawyer can assist Garfield County residents in creating wills and trusts that ensure their assets are distributed according to their wishes after they pass away. Additionally, an estate planning lawyer can provide guidance on how to minimize taxes and avoid probate court, which can save families a significant amount of time and money. Given the county's location in Western Colorado, an estate planning lawyer can also help residents navigate the unique legal considerations that come with owning property in a rural area, such as water rights and mineral rights. Overall, an estate planning lawyer can provide invaluable assistance to Garfield County residents looking to secure their financial future and protect their loved ones.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Garfield County, CO are designed to help individuals and couples prepare for their golden years. These services can include creating a personalized retirement plan, analyzing current investments, and recommending strategies for maximizing retirement income. The planner may also provide guidance on Social Security benefits, Medicare enrollment, and long-term care insurance. In Garfield County, CO, the retirement planner may take into account the unique challenges and opportunities of the area. For example, the county is known for its natural beauty and outdoor recreation, which may influence retirement goals and lifestyle choices. Additionally, the county has a diverse population, including retirees, ranchers, and energy workers, which may require a tailored approach to retirement planning. Overall, a retirement planner in Garfield County, CO can provide comprehensive and customized services to help clients achieve their retirement dreams.

Garfield County, CO is the ultimate destination for anyone seeking a retirement planner. This county boasts of a rich cultural heritage, breathtaking natural scenery, and a welcoming community that makes it an ideal location to settle down and enjoy your golden years. With its diverse range of financial advisors, you can rest assured that you will find the perfect retirement planner to suit your unique needs and preferences. Whether you are seeking to invest in stocks, bonds, or real estate, the financial experts in Garfield County, CO have got you covered. Moreover, the county's thriving economy and low cost of living make it an affordable and practical choice for retirees looking to stretch their savings. So, if you're looking to secure your financial future and enjoy a fulfilling retirement, look no further than Garfield County, CO.